Cerity Partners announced that it has merged with Covenant Partners LLC, a Nashville-based boutique wealth management firm, marking its entry into the Tennessee market and continuing its growth strategy through client-focused advisory partnerships. Covenant Partners will operate under the Cerity Partners name following the transaction.
Founded in 1997, Covenant Partners has built a reputation serving high-net-worth individuals and families with a personalized family office approach. The firm has emphasized long-term relationships, generational planning, and highly tailored client service over nearly three decades.
The merger allows Covenant Partners’ clients to access Cerity Partners’ broader platform, including comprehensive financial planning, investment management, tax advisory, and retirement solutions, while maintaining the boutique, high-touch experience they are accustomed to.
Cerity Partners, founded in 2009, serves high- and ultra-high-net-worth individuals, business owners, and institutions nationwide. The firm has continued to expand through partnerships with established advisory teams in key markets.
Gorman Jones represented Covenant Partners in the transaction.
KEY QUOTES:
“Covenant Partners is a firm built by talented professionals who have an unwavering commitment to clients and a culture rooted in trust and integrity. Nashville is one of the most dynamic and fast-growing markets, and we are proud to welcome our new partners and colleagues to the Cerity Partners family.”
Claire O’Keefe, Partner And Head Of Partner Development At Cerity Partners
“We have dedicated almost three decades to doing things with intention, discretion, and a singular focus on our clients’ well-being. Clients of Covenant Partners will benefit from Cerity Partners’ full suite of wealth management and institutional investment services while continuing to receive the personalized, high-touch experience they have come to expect from us.”
Todd D. Glisson, Cofounder Of Covenant Partners
“We built something here that our clients value and respect, and that means everything to us. But we also built this firm to last. Joining Cerity Partners is how we honor the trusted relationships we’ve spent several decades nurturing. Our clients will still have us, but they will have a lot more behind us.”
J. Banks Link, Cofounder Of Covenant Partners
